TrueAdvisor
TrueAdvisor
GM
GM

George Makranyi

Strategic Advisers LLC
31 Years of Experience
Flint, MI
1 DisclosureBroker
View SEC Summary
View SEC Summary

George Makranyi is a registered investment advisor at Strategic Advisers LLC, based in Flint, MI, with 31 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Flint, MI

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
December 2008
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLC
December 2012 - Present · 13 yrs 10 mos
Fidelity Brokerage Services LLCBroker
December 2012 - Present · 13 yrs 10 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
July 2018 - March 2025 · 6 yrs 8 mos
Strategic Advisers LLC
February 2014 - July 2018 · 4 yrs 5 mos
Strategic Advisers, INC.
December 2013 - January 2014 · 1 mo
World Capital Brokerage, INC.Broker
April 2011 - October 2012 · 1 yr 6 mos
World Capital Brokerage, INC.Broker
June 2008 - December 2008 · 6 mos
Wrp Investments, INC.Broker
June 2007 - March 2008 · 9 mos
Ifmg Securities, INC.Broker
November 2006 - June 2007 · 7 mos
Tcf Investments, INC.Broker
November 2005 - December 2006 · 1 yr 1 mo
Ifmg Securities, INC.Broker
April 2004 - December 2005 · 1 yr 8 mos
Banc One Securities CorporationBroker
February 1999 - April 2004 · 5 yrs 2 mos
First Chicago Nbd Investment Services, INC.Broker
March 1996 - February 1999 · 2 yrs 11 mos
Essex National Securities, INC.Broker
June 1992 - March 1996 · 3 yrs 9 mos
State Registrations14 states
ALAZCOCTFLGAMINDNMSCSDTNTXWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Flint, MI →All financial advisors in Michigan →